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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

FP Alpha is an advanced planning platform powered by AI that allows financial advisors to enhance their comprehensive planning capabilities by simply uploading essential documents like tax returns, wills, trusts, and insurance policies. Once these documents are uploaded, the platform efficiently processes and extracts vital data, revealing actionable insights across various planning areas such as estate, tax, and insurance, while also quantifying the benefits of advice through visual reports and customizable deliverables. Covering over 16 different planning domains, it features modules like Estate Snapshot and Estate Planning Lab, which transform intricate legal documents into easy-to-understand summaries and flowcharts, model alternative strategies, and calculate potential savings. Additionally, the platform includes tools like Tax Snapshot and Tax Projector, which help users forecast federal and state tax outcomes over multiple years, evaluate different scenarios such as Roth conversions or charitable contributions, and seamlessly integrate these insights into current advisory practices. By streamlining the planning process, FP Alpha empowers financial advisors to deliver more informed and strategic advice to their clients.

Description

Business leaders can now easily collaborate with engineers, even if they have reservations about Jira tickets. Provide customers with a seamless overview of your team's progress to prevent overwhelming them with numerous tickets. Instead, offer a concise list of Jira issues in Confluence. Whenever an inquiry about the project's status arises, just click "refresh" to update the snapshot and send over your report. With everyone literally aligned, you can devote less energy to explaining tickets and more to facilitating discussions between the business and engineering teams. By taking a one-click snapshot, you can deliver a neat summary of your team's activities. Stakeholders will appreciate that they no longer need to sift through hours of PDFs you pieced together; instead, they can quickly compare time-stamped snapshots to observe changes. This efficient process enables them to review the report in a matter of minutes, allowing you to refocus on excelling in your current sprint while ensuring effective communication across teams. Ultimately, this streamlined approach fosters transparency and enhances teamwork.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Confluence No 
Jira No 
Microsoft Excel No 
MoneyGuide Yes 
Nitrogen Yes 
Orion Yes 
PreciseFP Yes 
RadiantOne No 
Redtail CRM Yes 
Salesforce Yes 
ScriptRunner for Jira No 
Wealthbox Yes 
Xray No 

Integrations

Confluence Yes 
Jira Yes 
Microsoft Excel Yes 
MoneyGuide No 
Nitrogen No 
Orion No 
PreciseFP No 
RadiantOne Yes 
Redtail CRM No 
Salesforce No 
ScriptRunner for Jira Yes 
Wealthbox No 
Xray Yes 

Pricing Details

$1,125 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

FP Alpha

Founded

2018

Country

United States

Website

fpalpha.com

Vendor Details

Company Name

RadBee

Country

United Kingdom

Website

radbee.com/jira-snapshots-for-confluence-cloud-and-data-center/

Product Features

Tax Planning

Detailed Savings Calculations No 
Export Branded Proposal No 
Export Branded Tax Plan No 
Multi-Entity Planning No 
Multi-Year Planning No 
Proposed Legislation Planning No 
State & Local Planning No 
Strategy & Scenario Comparison No 
Tax Return Diagnostics No 
Tax Return Scanning No 

Product Features

Reporting

Customizable Dashboard No 
Data Source Connectors No 
Drag & Drop No 
Drill Down No 
Email Reports No 
Financial Reports No 
Forecasting No 
Marketing Reports No 
OLAP No 
Report Export No 
Sales Reports No 
Scheduled / Automated Reports No 

Alternatives

Alternatives

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Steady

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